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Crescat Capital Macro Strategist Tavi Costa explains how rising U.S. interest payments and unchecked fiscal spending have trapped the Federal Reserve, forcing last week’s aggressive rate cut that could reignite inflation and weaken the U.S. dollar. As recession risks grow and equity markets hit peak valuations, he joins James Connor to unpack why commodities like oil and gold are poised to thrive, offering critical insights into the economic challenges and opportunities ahead.

Is the Federal Reserve’s shift in focus setting the stage for a major liquidity increase? Renowned global liquidity expert Michael Howell, Founder and CEO of CrossBorder Capital, joins James Connor to discuss the Fed’s economic concerns, its upcoming policy pivot, and the resulting boost in global liquidity, asset prices, and inflation. He also dives into liquidity trends from central banks worldwide, the challenges of rising U.S. debt, strategies for navigating an era of sustained inflation, and much more. Don’t miss this timely discussion, part of Wealthion’s special coverage of the Fed’s Open Market Committee this week.

E.J. Antoni, a research fellow at the Heritage Foundation’s Grover Herman Center for the Federal Budget, as he breaks down the conflicting fiscal and monetary policies that are pushing the U.S. economy toward a crisis. E.J. argues that the Federal Reserve’s plan to cut interest rates won’t solve the deeper economic problems—such as runaway government borrowing and record deficits—that continue to threaten American financial stability.

Brett Rentmeester unpacks why renting is becoming the preferred choice for many Americans, making the “build-to-rent” model very attractive to real estate investors. Brett, the Founder and Managing Director of WindRock Wealth Management, joins Wealthion’s Andrew Brill for a thought-provoking conversation on the shifting landscape of real estate in the country.

There are plenty of signs flashing recession, warns Lobo Tiggre, CEO of The Independent Speculator. He joins James Connor to explain why a recession is already here and why gold and uranium could have significant upside during this downturn. The contrarian investor also breaks down key economic indicators, critiques the Fed’s actions, and shares why gold and uranium miners could outperform in this cycle.

Dylan Smith, VP and Senior Economist at Rosenberg Research, joins Wealthion’s Andrew Brill to discuss the current state of the economy, the Fed’s next moves, and whether a recession is inevitable. Dylan also delves into the normalization of the post-pandemic labor market, the divergence between old-economy and green-economy commodities, risks and opportunities in markets like U.S. Treasuries, and much more.

James Connor sits down with Rick Rule, Founder and CEO of Rule Investment Media, to uncover why gold remains the ultimate defense against reckless government spending and skyrocketing federal debt. Rick explains how the staggering U.S. debt load is unpayable and can only be eroded away through inflation, positioning gold as the best hedge. In this in-depth conversation, the expert in natural resource investing also shares his insights on the political pressures facing the Fed, his outlook for gold equities and the energy sector, and why uranium could be a game-changer for patient investors.

In this must-watch interview, Jared Dillian, editor of The Daily Dirtnap, warns Wealthion’s Andrew Brill about a massive bubble in the private equity sector that he believes could easily trigger widespread economic and market disruption. Known for his contrarian insights and ability to take the temperature of markets, Dillian also delves into why he thinks the bearish sentiment in commodities is nearing its end, the normalization of the post-pandemic economy, the anticipated September Fed rate cut, and more.

In this episode of Wealthion, guest host Andrew Brill interviews Adam Johnson, portfolio manager of the Bullseye American Ingenuity Fund and author of the Bullseye Brief Investment Newsletter. Adam provides keen insights into the current state of the economy, discussing inflation trends, the impact of rate cuts, and the volatility in tech stocks. He also shares his strategies for navigating market chaos and generating long-term gains. This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/Wealthion and get on your way to being your best self.

Will Bitcoin surge past $100,000 by 2025? Discover why Co-Founder and Head of Research at Fundstrat Global, Tom Lee, believes now is the time to invest, his predictions on the market and Bitcoin’s future. In this episode of ‘Speak Up,’ Anthony Scaramucci sits down with Tom Lee, Co-Founder and Head of Research at Fundstrat Global. Tom shares his insights on the current economic climate, explores the potential for significant Fed rate cuts, and why he believes small cap stocks are set for a major rally. Lee also makes a bold prediction that Bitcoin could hit $100,000 by the end of the year. Fundstrat’s Tom Lee is one of the leading strategists on Wall Street and his famed Granny Shots stock list has outperformed the S&P by MORE than 100% since inception. Anyone interested in full access to Tom Lee’s institutional-grade research – including daily videos, market alerts, webinars, and fireside chats with CEOs and industry leaders – can sign up at fsinsight.com. Exclusive to Speak Up listeners, you can access all of Tom’s research at no cost for 30 days! Learn more here: https://bit.ly/speakup-tomlee